GoHighLevel Sub-Account Transfer Guide

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GoHighLevel Sub-Account Transfer Guide

If you manage multiple workspaces across tools like ClickUp and GoHighLevel, understanding sub-account transfers is essential. This guide explains how to request, approve, and manage a sub-account transfer in GoHighLevel, what data moves, what stays behind, and how billing is affected.

The information below is based strictly on the official GoHighLevel sub-account transfer FAQs so you can confidently move client accounts between agencies or locations.

What Is a GoHighLevel Sub-Account Transfer?

A GoHighLevel sub-account transfer is an internal process that moves a client sub-account from one agency account to another inside the platform. The transfer changes ownership of the sub-account, including its core settings, many assets, and future billing responsibilities, while leaving certain agency-level items behind.

Transfers are designed for situations such as:

  • Moving a client to a different agency using GoHighLevel
  • Handing off a location to a partner agency
  • Migrating a sub-account between separate GoHighLevel agency accounts you own

How to Request a GoHighLevel Sub-Account Transfer

You cannot initiate a sub-account transfer entirely on your own inside GoHighLevel. The process is handled through GoHighLevel support, and both the sending and receiving agencies must agree.

Step-by-Step: Starting a GoHighLevel Transfer Request

  1. Identify the sub-account
    Confirm the exact sub-account (location) you want to transfer, including its name and any identifying details needed for support.

  2. Contact GoHighLevel support
    The current agency owner opens a support ticket with GoHighLevel requesting a sub-account transfer. Provide:

    • Sub-account name and ID (if available)
    • Current agency account email
    • Target agency account email

  3. Confirm receiving agency details
    Ensure the receiving agency already has an active GoHighLevel agency account. The transfer cannot proceed without an existing agency destination.

  4. Wait for confirmation and approval
    GoHighLevel support will coordinate and confirm both sides’ consent, then schedule and perform the transfer.

Response and processing times may vary, so keep both agencies aligned on timing and any necessary downtime.

What Transfers with a GoHighLevel Sub-Account?

When GoHighLevel transfers a sub-account, most sub-account–level configurations and data move to the new agency. These commonly include:

  • Sub-account settings and core configuration
  • Funnel pages and websites stored under that sub-account
  • Pipelines and opportunities
  • Contacts and conversations associated with the sub-account
  • Workflows and automations configured at the sub-account level
  • Calendars specific to that location
  • Custom fields and tags created within the sub-account

After the transfer, the new agency sees the sub-account appear under its locations list and can manage it normally inside GoHighLevel.

What Does Not Transfer in GoHighLevel?

Some items are tied to the original agency account and do not move during a GoHighLevel sub-account transfer. According to the official GoHighLevel documentation, you should expect the following to stay behind or require reconfiguration:

  • Agency-level assets such as global templates and snapshots
  • Agency-level integrations and global settings
  • Certain phone, email, and third-party integrations that are owned by the original agency
  • Agency-specific reporting or analytics that are not directly part of the sub-account

After the move, the receiving agency might need to reconnect integrations, verify phone numbers, or re-create certain templates within its own GoHighLevel agency environment.

Billing and Ownership in GoHighLevel Transfers

Ownership and billing are critical when transferring a sub-account in GoHighLevel. The core rules are:

  • The sub-account will be billed under the new agency after the transfer is completed.
  • The previous agency will no longer be charged for that sub-account going forward.
  • Any direct agreements between the original agency and the client remain a matter of contract between those parties, not GoHighLevel.

Before requesting a transfer, both agencies should clarify:

  • Who is responsible for future subscription costs
  • How phone, email, and other usage charges will be handled
  • Any remaining invoices under the previous agency

Limitations and Requirements for GoHighLevel Transfers

Sub-account transfers in GoHighLevel come with strict conditions to protect both agencies and the platform. Based on the official FAQs, expect these typical requirements and limitations:

  • Both agencies must be active GoHighLevel agency accounts.
  • Both sides must provide explicit consent to support for the transfer.
  • Only full sub-accounts (locations) can be moved, not partial assets.
  • Timing is handled by GoHighLevel support; transfers cannot be scheduled by users directly.

Because these rules can change, always verify the latest requirements on the official help article.

How a GoHighLevel Transfer Affects Clients

For end clients, the GoHighLevel sub-account transfer is mainly a behind-the-scenes ownership change. In most cases:

  • Logins for users added at the sub-account level continue to work.
  • Funnel links and websites keep the same URLs unless changed manually.
  • Existing workflows and automations continue to run after the move.

However, due to integration and billing changes, clients might notice:

  • New invoices or billing arrangements from the receiving agency
  • Temporary issues with phone numbers or email sending if not reconfigured promptly
  • Possible changes to support contacts and service levels

Best Practices for a Smooth GoHighLevel Sub-Account Transfer

To minimize interruptions when using GoHighLevel, follow these best practices during a transfer:

Before the GoHighLevel Transfer

  • Back up key copy and settings (funnel text, email templates, workflows).
  • Export important data where possible (contacts, reports).
  • Document all integrations (phone, email, CRM connections, webhooks).
  • Align both agencies and the client on timing and expectations.

After the GoHighLevel Transfer

  • Verify that all funnels, websites, and forms load correctly.
  • Test critical automations and workflows end to end.
  • Reconnect phone numbers, email services, and third-party tools in the new agency.
  • Confirm billing, subscription status, and usage settings inside GoHighLevel.

Where to Find the Official GoHighLevel Transfer FAQs

For the most accurate, up-to-date rules and edge cases, always refer directly to the official GoHighLevel documentation. You can review the full FAQ for sub-account transfers here: GoHighLevel Sub-Account Transfer FAQs.

If you need strategic help planning migrations, agency structure, or multi-tool setups, including GoHighLevel, you can also explore consulting resources such as Consultevo.

Summary: Using GoHighLevel Sub-Account Transfers Safely

GoHighLevel sub-account transfers allow agencies to move entire client locations between accounts while preserving most sub-account–level data and funnels. Some agency-level assets and integrations remain with the original agency, and billing responsibility shifts to the receiving agency once the transfer is complete.

Always coordinate closely with both agencies, confirm what will and will not move, and rely on the official GoHighLevel FAQs and support team to execute the transfer correctly.

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